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SURS Investments
SURS is required to provide participants and benefit recipients with financial statements, including the report of the independent auditors regarding those statements.
This valuation provides information on the funding status of SURS and includes a determination of the State contribution level.
Corporate governance policies, proxy policy statement, and quarterly issue summary reports.
Listing of Investment Committee members and board approved meeting minutes.
Details of SURS asset allocations, custodians, managers, and Service Providers. These reports include data pertinent to the Traditional, Portable, and Self-Managed plans.
Contact information as well as fees paid to investment managers are enclosed in this section. The contact information for service providers to the investment department may also be found.
A comprehensive overview of the SURS investment portfolio.
The investment philosophy, guidelines and practices that SURS employs to manage the System´s assets.
Procurement practices include sample Request for Proposals (RFPs) as well as RFPs currently issued for active searches. This section also includes an Investment Management Agreement required by managers entering into a contract for investment services.
Details of SURS asset allocations, managers, service providers, income, expense, fees, brokerage and class actions. The information pertains to the Traditional, Portable and Self-Managed plans.
These Questionnaires lay the groundwork for SURS to evaluate potential providers of investment management services.
Annual reports regarding the use of emerging, minority and women-owned investment managers as required by Public Act 87-1265 and the utilization of economic opportunity investments as required by Public Act 96-753. |